Broker Check

TREECE FINANCIAL GROUP INC.
WEALTH + WELLBEING Advisors

We take care of your money, but care more about you

How can we care for you?
We Always<br/><span data-mce-style="color: #5fa212;" style="color: #5fa212;">Do Right By You</span>

We Always
Do Right By You

The financial services industry has a wide gap between people and profit. Team Treece, however, embraces our shared humanity, values, and compassion within every aspect of our work. This values-based planning approach is well beyond what many larger banks and financial service institutions are able and willing to provide.

90.9%

TreeceFi is top choice for all financial matters

95.5%

TreeceFi is inviting and comfortable

95.5%

Likely to recommend TreeceFi to others

Client satisfaction statistics and testimonial from TreeceFi Client Survey, January 2024. These endorsements were given by clients of the financial advisor and no compensation was provided directly or indirectly. These endorsements are not a guarantee of future performance or investment success, and the endorsements may not be representative of the experience of other customers.

"David and his staff have been the most supportive people I could hope for. They are always available AND have been supportive during downtimes in our economy."

— Brian K., Client

This testimonial was given by client of the financial advisor and no compensation was provided directly or indirectly. There are no material conflicts of interest on the part of the person giving the testimonial resulting from the investment adviser’s relationship. This testimonial is not a guarantee of future performance or investment success, and the testimonial may not be representative of the experience of other customers. Visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.

TEAM TREECE BRINGs THE STRATEGY SO YOU CAN BREATHE EASIER

We take a step-by-step approach to ensure you feel comfortable and informed before making any financial decisions. Our stress-free process is designed to determine whether we’re the best fit to strategize your wealth roadmap, manage your portfolio, diversify your investments, and provide insights into potential risks. Our goal is to simplify and streamline your efforts toward financial security.

Build Abundance

Build Abundance

WITH OUR FINANCIAL PLANNING

Create a clear, flexible financial plan from budgeting to investing—so you can move forward with confidence.

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Protect Your Lifestyle

Protect Your Lifestyle

WITH OUR INSURANCE SOLUTIONS

Make sure your insurance protects what matters most—with personalized coverage that fits your life and financial goals.

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Secure Steady Income

Secure Steady Income

WITH OUR ANNUITY ADVICE

Explore annuity options that align with your goals—offering steady income, growth, and security for your retirement.

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Retire with Confidence

Retire with Confidence

with our RETIREMENT INCOME STRATEGIES

Turn retirement uncertainty into confidence with personalized planning for income, Social Security, Medicare, and more.

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Leave A Legacy

Leave A Legacy

with our ESTATE PLANNING

Develop a clear estate plan that honors your wishes, supports loved ones, and secures your legacy.

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Prepare to Live Abroad

Prepare to Live Abroad

with our GUIDANCE & RESOURCES

Get real-world guidance on taxes, healthcare, housing, and Social Security to support your expat journey.

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We&#8217;ve Got<br/><span style="text-decoration: underline;" data-mce-style="text-decoration: underline;">Your Back</span>

We’ve Got
Your Back

Trusted experience, reliable support

Fiduciary First
As Accredited Fiduciaries, we have a legal duty to put your interests first with loyalty and utmost care. Team Treece invests in people, relationships, and professionalism before considering fees, commissions, and profits.

Freedom To Focus On You 
As Investment Advisor Representatives, we create your plan without conflicts of interest. We don’t push proprietary products. Every 401(k), brokerage account, mutual fund, asset class, and allocation recommendation is made solely for your benefit, not our bottom line.

New ebook!<br/><span style="text-decoration: underline;" data-mce-style="text-decoration: underline;">your wealth your way</span>

New ebook!
your wealth your way

14 Money-Savvy Ways A Financial Advisor Helps You Gain Financial Confidence

Learn what advice and services financial advisors provide beyond investments—and how it can help you make smarter, more objective, and more confident financial decisions.

We Help You AGE OUT LOUD, PROUD & PREPARED

At the core of Team Treece’s mission is helping those aging alone—and oftentimes without a strong support network—navigate their sometimes complex financial and healthcare needs with comprehensive life-affirming services.

Financial Advocacy for older adults

Feeling vulnerable due to health changes or living situation? Team Treece is here for you. Having trusted advocates on your side makes a life-changing difference.

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The Solo Ager™

Courses, programs, and resources to help you age confidently and in control! All education and support resources are complimentary and without obligation.

Explore

Aging in Pages Book Group

TreeceFi's online book discussion group explores topics of aging, purpose, relationships, health, housing, and legacy-making. 

Join us

Aging in Pages  Bookshop

A curated collection of empowering titles to inspire and inform older adults about life's next chapter!

Browse

LGBTQ+ Focused Financial PlanNING

Team Treece are fearless financial advocates for the LGBTQ+ community. Money is power—and we help the LGBTQ+ community empower their queer dollars.

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TAKE PRIDE IN YOUR MONEY

David's book, online course, and resource bundle explains precisely how LGBTQ+ people can protect their financial future in a rapidly changing world.

ACCESS

LA VIDA PRIDE™

Team Treece is committed to helping LGBTQ+ older adults address unique financial, healthcare, social, and emotional challenges and concerns with courses, resources, and connections.

Join us

Gayging in pages

A curated online bookshop of LGBTQ+-centric books to help you continue aging out loud, proud, and prepared.

BROWSE
WE ARe&#160;<br/><span style="text-decoration: underline;" data-mce-style="text-decoration: underline;">COMMUNITY STRONG</span>

WE ARe 
COMMUNITY STRONG

Financial planning should lift up more than just numbers—it should support people. That’s why TreeceFi collaborates with local service organizations, advocates, and professionals to connect our clients to beneficial community resources. When the community thrives, we all do.

Accredited Investment Fiduciary® (AIF®)
Alzheimers association
Treece Financial Group, Inc. BBB Business Review
Certification for Long-Term Care
Date with Death Club
Lambda Living/Jewish Community Services of South Florida
Miami Dade Gay & Lesbian Chamber of Commerce (MDGLCC)
Next Avenue
Stone Wall
The Conversation Project
The Pride Center at Equality Park
Human Rights Campaign
Psychology of Financial Planning
Everywhere is Queer

The organizations listed on this page are not affiliated or registered with Cetera Advisors LLC. Any information provided by them is in no way related to Cetera Advisors LLC or its registered representatives.

We HAve
The Answers

Choosing a financial planner is a big decision—and you deserve to know who you’re working with and how it all works. Our FAQ covers what to expect, how we communicate, how we’re paid, and how we build your plan together. No jargon, no surprises—just clear answers.

Get More Answers

  • Because here, you’re not just another account—you’re a unique person with a story, goals, and concerns that matter. At Treece Financial Group, we combine top-tier credentials and the strength of our broker-dealer, Cetera Advisors, with something big institutions often can’t offer: a values-based, deeply personal approach. You’ll never be passed off or treated like a number.

    Our inclusive, close-knit team meets you where you are—respecting your life experience, your challenges, and your priorities. Whether you're navigating a major life change or just want to feel more confident about your future, we’re right beside you.

  • Many of our programs have a minimum account amount of $50,000 or $100,000. Our ideal client has at least $250,000 in assets to invest for retirement or to distribute to heirs. We offer financial planning services with no minimum account size.

  • We follow a transparent, fiduciary, fee-based AUM model (typically 0.6–1%) for accounts over $250K, including regular reviews and full planning. We also offer fee-for-service one-time or subscription options based on your specific needs and goals. View our fee structure here.

  • At TreeceFi, protecting your personal information is one of our highest priorities. Our computers and data systems are encrypted, and we use only approved, thoroughly vetted technology platforms that meet stringent industry standards.

    As an added layer of protection, we partner with Cetera Advisors, one of the nation’s largest and most respected broker-dealers. They provide rigorous oversight, cybersecurity protocols, and compliance resources that meet and often exceed regulatory standards.

    We adhere to strict audit and privacy guidelines and are proud of our track record—we have a clean compliance history because we do things the right way, always with your best interests at heart.

Resources For Your financial wellbeing


WE ARE HERE TO EDUCATE

Whether it’s practical money advice, reports on emerging trends in the financial industry, or insightful perspectives on the financial markets, find it here.

Read Our Blog

Watch Our Latest Webinar

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Attend An Educational Event

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YOUR JOURNEY
OUR GUIDANCE


You know where you want to go—let’s build the financial roadmap to get you there. Your first consultation is on us.

LET’S GET STARTED